TXCPA Dallas

January 2020 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Events
  • Convergence 2020
  • Giving Back
  • Membership
  • Announcements
  • Classifieds

Chairman’s Message

By Bill Sims, CPA

Welcome back from your holidays and Happy 2020! We hope your new decade is off to as great a start as ours is at TXCPA Dallas.


We kick off 2020 on Wednesday, January 8, as we hold the final event in our 2019-20 Member Appreciation CPE Series. This program will include a discussion on financial accounting for tax professionals led by Jim Smith, a session on cybersecurity by Chris Barnes, and Christine Edson, an FBI special agent, will give us the inside story on the infamous Collin Street Bakery embezzlement case. On January 9, Jennifer Johnson returns with her popular Advanced Excel class. The Young Professionals Group will hold another breakfast event in its Leadership CPE Series on January 15, where attendees will learn how to “identify their superpowers and their kryptonite” in a presentation by former TXCPA Dallas Chair Tim Pike and Lydia Resnik, Vice President at Talent Suite. Our monthly Ethics course on January 22, will round out this schedule of outstanding CPE opportunities for the month.


On Wednesday, January 29, we will gather for our Annual Meeting of Members at Royal Oaks Country Club in Dallas. The evening will begin with a cocktail reception at 5:30 p.m., and dinner will be served at 6:00. This year we are very excited to welcome Elizabeth Reich, City of Dallas CFO, to present what is sure to be an entertaining dinner speech. Also during this event, we will be voting on the 2020-21 slate of officer nominees. The cost is $30 per person for the evening, and, if you have not already done so, you may register by clicking here.


This month sees the graduation of our 11th Leadership Development Academy class. We congratulate this group of outstanding young CPAs and look forward to their future contributions to the continued success of TXCPA Dallas.


Convergence 2020 registration is off to a great start, and if you haven’t already, we hope you’ll take advantage of the Early Bird pricing and enroll now. We have a wonderful program shaping up, and we know you won’t want to miss this annual opportunity for the best in networking, entertainment and education. Registration has been brisk, and capacity is limited, so Register Now!


We’re happy to announce the opening of TXCPA Dallas merchandise store! We invite you to visit this link to purchase the excellent-quality items Lands’ End is known for embroidered with the new TXCPA Dallas logo.


Wishing you a prosperous and happy month, year and decade!


Bill Sims, CPA

2019-20 Chair


Ethics Courses – LIVE!!!

January 2020 – March 2020


TXCPA Dallas is pleased to offer the required, State-approved, 4-hour Ethics course.



TXCPA Dallas Office

12400 Coit Road, Suite 750

Dallas TX 75251


This course is taught by Dr. Richard Mark.


Description: The course examines all of the various components of ethical issues essential to any CPA’s practice in the State of Texas. A main objective of the course is to work with CPAs to identify and reach satisfactory conclusions about ethical issues in all phases of public, corporate and governmental practice. To accomplish this objective, the course examines ethical principles and concepts, ethical reasoning, corporate governance and fraud, the impact of culture and human behavior on ethical conduct and applicable current Texas Rules of Professional Conduct through an interactive class environment.


Objective: To gain a better understanding of how a CPA’s ethical standards impact daily decision-making in practice and business.


Course No.

20600814 – Wednesday, January 22, 12:00 p.m. – 4:00 p.m. 

20600914 – Wednesday, February 19, 8:00 a.m. – 12:00 p.m.

20601014 – Friday, March 20, 12:00 p.m. – 4:00 p.m.


Level:  Basic

Prerequisite: None

Format: Classroom

Credit Hrs. 4

Sponsor No. 441

Cost: $120 (Member)

$150 (Non Member)


To register for these courses, please click here.

Member Appreciation CPE Series

Wednesday, January 8, 2020

Plan to join your fellow TXCPA Dallas members for the final event of the

2019-20 Member Appreciation CPE Series


Wednesday, January 8, 2020

12:30 p.m. – 4:30 p.m.

in the

Community Room

of the

Communities Foundation of Texas

5500 Caruth Haven Lane

at North Central Expressway

Dallas, Texas 75225


Don’t miss these outstanding sessions:


Financial Accounting for Tax Professionals

James Smith, Managing Partner, Smith Jackson Boyer & Bovard PLLC

Course Description: The course is a review of the significant financial reporting frameworks other than income tax.

Learning Objectives: To familiarize tax professionals with recent major changes in financial accounting and the impact the changes may have on book/tax differences and Schedule M reporting.

Course Level: Basic/Technical

Prequisites: None


Cybersecurity Update

Chris Barnes, Chief Technical Officer, Howard LLP

Course Description: This course is designed to deepen understanding of current cybersecurity matters. You have probably heard of some of the more common types of cyber crimes such as ransomware, spyware, computer viruses, phishing, denial of service attacks and hacking. This course is designed to familiarize participants who are not IT experts on cybersecurity risks and internal controls. We will cover the material in a plane language, nontechnical manner. We will cover what you need to know, but not how to write the computer programs or code.

Learning Objectives: Participants will learn updated cybersecurity concerns.

Course Level: Basic/Update

Prequisites: None


FBI Case Presentation

Christine Edson, Special Agent, Federal Bureau of Investigation

Course Description: This course will present an overview of an FBI embezzlement case. Special Agent Edson will explain how the subject, Sandy Jenkins, embezzled money from his employer, the Collin Street Bakery in Corsicana, Texas; how the FBI investigated the case and seized assets for restitution; and how the case was prosecuted by the United States Attorney’s Office for the Northern District of Texas.

Learning Objectives: Participants will discover the issues involved and lessons learned in an FBI embezzlement investigation.

Course Level: Basic/Technical

Prequisites: None


Course #:               20120815

CPE Credit Hours: 4

Level:                     Basic/Technical

Prerequisites:       None

Date:                      Wednesday, January 8, 2020

Time:                     12:30 p.m. – 4:30 p.m.; Registration begins at 11:30 a.m.

Location:               Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas, TX 75225

Cost:                      $35 / Member

$160 / Non-Member


To register for this event, click here.

All seminars begin at 12:30 p.m. at the

Communities Foundation of Texas

5500 Caruth Haven Lane

Dallas, TX 75225

Advanced Excel Class

Thursday, January 9, 2020

TXCPA Dallas

invites you to a

CPE Event

Advanced Excel

Pivot Tables, Data Visualization and Dashboards

presented by

Jennifer Johnson

Senior Lecturer, University of Texas at Dallas

Thursday, January 9, 2020

8:00 a.m. – 12:00 p.m.

in the

TXCPA Dallas Training Facility

12400 Coit Road, Suite 750

Dallas, TX 75251


Course Description: This course is focused on the use of advanced features and presentation of data in Excel. We will work with Pivot Tables to maximize their powerful features from sorting, grouping and calculating through to pivot table charts. Additionally, participants will be introduced to the concepts of data visualization and dashboards in Excel. Data visualization is the idea of preparing data and presenting information in ways that are visual and able to be quickly understood. Dashboards are one of the common forms of data visualization. During this course we will learn about and practice preparing dashboards in Excel.


This course is designed for those that have a strong foundation in Excel and are ready to move to advanced features. This course is based on Microsoft Excel 2016 for Windows. Sample files and a manual will be provided and attendees are invited to bring their own laptop to follow along and practice during class.


Learning Objectives:

Pivot Tables –The learning objectives related to Pivot Tables include learning the following features, commands, and presentations:

  • How to work with fields in a pivot table to add more, rename, duplicate, and format the fields;
  • How to control totals and subtotals within a pivot table;
  • How to group pivot tables numerically and alphabetically, by dates, and in an ad hoc manner;
  • How to sort, filter and slice data in a pivot table;
  • How to add and modify calculated fields in a pivot table and how to add a calculated item;
  • How to refresh and update data within a pivot table; and
  • How to present polished pivot tables and pivot table charts.

Introduction to Data Visualization & Dashboards: The learning objectives for data visualization and dashboards including the following:

  • Gaining an understanding of the basics of data visualization;
  • Learn guidelines for presenting data to users;
  • Understand ideas and concepts for a dashboard including dashboard parts, linking and use of charts and images; and
  • Gain insight into preparing a dashboard representing financial information.


Course Level: Basic/Technical

Prerequisites: None


Course #:               20540813

CPE Credit Hours: 4

Date:                       Thursday, January 9, 2020

Time:                      8:00 a.m.-12:00 p.m.

Location:               TXCPA Dallas Training Facility

12400 Coit Road, Suite 750, Dallas, TX 75251

Cost:                      $35 / Members

$135 / Non-Members


To register, click here.

Young Professionals Group Presents a

CPE Leadership Breakfast

Wednesday, January 15, 2020


TXCPA Dallas’s

Young Professionals Group

invites you to a

YPG CPE Leadership Breakfast

Wednesday, January 15, 2020

7:30 a.m. – 9:30 a.m.


Park City Club

5956 Sherry Lane, 17th Floor

Dallas 75225

Come and hear

Tim Pike

Partner, Howard LLP




Lydia Radnik

VP Professional Development & Training, Talent Suite LLC



Identifying Your Superpowers

And Your Kryptonite

In this course, participants will learn to

identify their behavioral traits in order to drive

growth in themselves and their teams.



Course #:               20540813

CPE Credit Hours: 1.5

Date:                       Wednesday, January 15, 2020

Time:                       7:30 a.m.

Location:                Park City Club

5956 Sherry Lane, 17th Floor, Dallas, TX 75225

Cost:                       $10 / Member

$20 / Non-Member

To Register, click here.

TXCPA Dallas


Wednesday, January 29, 2020


Join us for

TXCPA Dallas’s

Annual Meeting of Members

Wednesday, January 29, 2020

 Reception: 5:30 p.m.

Dinner: 6:00 p.m.

Keynote Speaker:

M. Elizabeth Reich

Chief Financial Officer

City of Dallas


 Royal Oaks Country Club

7915 Greenville Avenue

Dallas, Texas 75231

Cost: $30.00

Click Here to Register.

Convergence 2020

Convergence 2020



TXCPA Dallas

is pleased to announce

the opening of registration for

its hallmark event of the year



Monday, May 4, 2020


Omni Frisco Hotel at

The Star


Don’t miss the premier

accounting CPE event in North Texas!

Early Bird pricing ends March 17,

so click here and register now!

Convergence 2020

Convergence 2020

Thank You to Our Sponsors

Convergence 2020 Sponsorships are available!

Click here for details on how your company can participate.

Achieve & Kroger Need Volunteers

Superbowl of Caring


Welcome, New Members!

Joel Madison Ague, CPA

Ehson Akbary, CPA

Saleha Syedda Ali, CPA

Laura Almaguer, Student

Lauren Ashley Alsobrook, CPA Katherine Jane Anderson, CPA

Lise Marie Anderson, CPA

Calvin Anderson, Affiliate

Hussain Ramzan Arab, CPA

Samuel Franklin Arndt, CPA

Birtukan A. Ayele, Student

Xue Bai, CPA

Janice Marie Baptiste, CPA

Patrick Thomas Barden, CPA Alexandra Carmel Bardov, CPA Nicole Marie Bosley, CPA

Phillip Garret Brunson, CPA

Anum Charania, CPA

Vernon Cheuk-Yiu Chong, CPA Sydney Katharine Choucair, CPA Luke Jeffrey Cotter, CPA

Shannon Jo Davis, CPA

Clark Robert Dennington, Candidate Brian Keith Doze, CPA

Wirt Yerger Dunbar, CPA

Seiichi Fujii, CPA

Kaili Alexa Garcia, CPA

Esmeralda Garcia, Student

Daniel Andrew Gerleman, CPA

Seth Kurt Gideon, CPA

Estefany Gonzalez, CPA

Lilia Gonzalez, Student

Evan Boone Gudger, CPA

Oswaldo Gutierrez, Student

Gladys Hernandez, Student

Justin Inman, Affiliate

Kristina Jaramillo, Student

Paige Elizabeth Jendrisak, CPA Berkley Sue Johnson, CPA Antionette Jones, Student

Mandaline Yee Ching Kam, CPA Margaret Sheila Khan, CPA

Kyle William Kurak, CPA

Kathryn Lea Labenske, CPA

Aidan Spellacy Leonard, CPA

Phillip Martin Lewin, CPA

Jiajing Li, CPA

Vy-Khanh Nina Lien, CPA

Donald Lawerence Liscombe, CPA Lintiao Liu, CPA

Lindsey Megan Lunden, CPA

Jared James Mayefske, CPA

Blair Alexandra Mcdonald, CPA Brendan O. Mclane, CPA

Patrick Lloyd Meek, CPA

Maria Victoria Mejia, Student

Caroline Rose Mitchell, CPA

Miranda Nicole Mitchell, CPA Candice Montalbano, Affiliate Matthew Paul Niewald, CPA Niyonzima Odeta, Student

Sarah Elyse Oxford, CPA

Leticia Perez, Student

Derek Joseph Pettit, CPA

Quynh Anh Phan, CPA

Chandler Wells Pope, CPA

Liuye Qin, CPA

Chelsea Kate Raburn, CPA

Kiara Ranson, Student

Robert Lee Rapp , CPA

Madeleine Melanie Riccardi, CPA Devin Alan Richman, CPA

Mark Daniel Roland, CPA

Lorena Russell, CPA

Iliana Guadalupe Sandoval, Student Eui Tae Seo, CPA

Dawn Abraham Shaji, CPA

Sharmin Sharif, CPA

Kulmohan Singh, Student

Anthony Duane Smith, CPA Christopher Kevin Smith, CPA

Austin Reed Snider, CPA

Qiyu Song, CPA

Jill Loeschner Starr, CPA

Samuel Aaron Stelk, CPA

Jonathan Richard Stephens, CPA Jacqueline Renee Stinson, CPA

Amy Kathleen Stowell, CPA

Su Su, CPA

Xueyu Su, CPA

Samantha A. Sullivan, Student

Siyu Sun, CPA

Emily Ann Sutton, CPA

Ian Eyers Sutton, CPA

Nicole Elizabeth Theobold, CPA Megan Leigh Thomas, CPA

Keely Peytin Towles, CPA

Mary Margaret Vache, CPA

Keaton James Vann, CPA

Antonio Vega, CPA

Andre Velazquez, CPA

Evan Reid Waggerman, CPA

Daniel Peter Walsh, CPA

Yunfan Wang, CPA

Adam L. Wayne , CPA, CGMA

Yuling Wen, CPA

Brooke Bradshaw Wetesnik, CPA Jeffrey Peterson Yeager, CPA Jianwen Zhang, CPA

Yijun Zhang, CPA

Ying Zhao, CPA

Mingzhu Zheng, Student

TXCPA Dallas

Scholarship Winner Spotlight


Each month, we will spotlight one of this year’s TXCPA Dallas Scholarship winners. Join us this month in getting to know University of Texas at Dallas (UTD) graduate accounting student, Belinda Nunez, and welcoming her to TXCPA Dallas. 


Belinda Nunez is a non-traditional student. For over 10 years she worked in retail merchandising, excelling in her various positions and climbing the professional ladder quickly. But after a decade, she decided that this path was not going to take her where she wanted to go, which was a field where she could not only thrive, but also do what she wanted most of all: help others. Because of her love for numbers and knack for money management, she decided on a career in accounting.


Belinda has been on the Dean’s List at UTD, as well as a student in the school’s Professional Program in Accounting (PPA). She is a member of Beta Alpha Psi and was founder of UTD’s chapter of the Association of Women in Communications. In addition to TXCPA Dallas Scholarship, she has been awarded the Jindal School of Management, PPA Undergrad, Comet Transfer and Phi Theta Kappa scholarships. She received her B.S. in Accounting, summa cum laude, last May and plans to graduate with her Masters in May of 2020. Belinda has served as an accounting/finance intern for Pioneer Natural Resources and is currently a junior accountant with Ighty Support LLC.


TXCPA Dallas welcomes and congratulates Belinda Nunez.


TXCPA Dallas’s

Leadership Development Academy

Class of 2019



This month TXCPA Dallas will graduate its 11th Leadership Development Academy class. Graduates are:


Christopher Adams, Salmon Sims Thomas & Associates

Matthew Edrington, Beaird Harris & Co. PC

Seth Elkins, Salmon Sims Thomas & Associates

Brandi Hentges, BKM Sowan Horan LLP

Phillip James, Capital Senior Living

Maureen Kinkopf, BKM Sowan Horan LLP

Katie Knott, Whitley Penn LLP

Jerry Martin, BKD LLP

Tung Pham, Howard LLP

Joe Vincent, Beaird Harris & Co. PC

Christopher Weeg, Meadows Collier

Jaimie Yang, Raytheon Company


TXCPA Dallas’s Leadership Development Academy was created to assist emerging leaders in the accounting and financial services industries in developing the skills necessary to be an effective leader within their profession and community.


Congratulations, LDA Class of 2019!

TXCPA Dallas Announces

2020-21 Leadership Nominees


TXCPA Dallas Nominations Committee is pleased to announce its slate of officer nominees for the 2020-21. These nominations will be voted on by the membership at the Annual Meeting of Members on January 29, 2020.



Sharon Lukich


Max Duplant

TXCPA Dallas Directors

Brandon Booker

Chris Hes

Mitch Perry

TXCPA Directors

John Baines

Chris Hes

Terri Hornberger

Ken Horwitz

Kirby Jackson

Donovan Miller

John Perkins

Ken Sibley

Bill Sims

Paul Willey

Nominations Committee

Aaron Borden

Kirby Jackson

Jennifer Johnson

Lisa Ong


Practices For Sale

Practices For Sale in North Texas: gross revenues shown: North TX CPA $1.060M; Texarkana EA $288K; The Colony Bkkpg $61K; Hurst CPA $168K; E/SE CPA $290K; NE Texas CPA $209K; N. Dallas CPA $640K; Canton/Athens Area EA $266K; Hurst CPA $364K; Abilene CPA $367K; Tyler/Longview Area CPA $787K; Burleson CPA $270K. For additional listings/information, call us at 1-800-397-0249 or visit us online atwww.APS.net and register for free email updates.

THINKING OF SELLING? Accounting Practice Sales is located in North Texas and is the leading marketer of accounting and tax practices here and nationwide. We have a large buyer pool as well as the experience to help you find the right fit for your firm and negotiate the best price and terms. To find out more about our risk-free and confidential services, call Ryan Pannell with The Holmes Group at 1-800-397-0249 or send an email to Ryan@APS.net.


Practices Sought


Addison CPA interested in purchasing small local CPA practice with monthly gross revenue between $1,000 and $4,000 with a business client base of at least 80%. Services include tax return preparation for business and owners, accounting, write-up, consulting, etc. I have just completed three successful buyouts, and I’m ready to acquire my fourth portfolio.


Please contact Scott at 972-960-8950 extension *# .


TXCPA Chapter Tip Sheet

The CPA Advantage

TXCPA is excited to announce the launch of our new promotional campaign: The CPA Advantage! This campaign promotes the distinct and unique advantages of consulting a CPA in a variety of personal and business scenarios. To kick off our campaign, we’ve added an online digital toolkit to the website to give members resources to help them promote their services. Log in at the TXCPA website and learn more about how you can share The CPA Advantage with your network.



Midyear Board of Directors and Members Meeting

All members are warmly encouraged to be part of TXCPA’s Midyear Board of Directors and Members Meeting in Houston Jan. 24-25. Check immediately for availability at the host hotel and book your room accordingly. Advance meeting registration is required. For information, contact Holly McCauley (phone 800-428-0272 x 202 / 972-687-8502).



Accounting Education Foundation Scholarships

Thanks to the generosity of donors to the Accounting Education Foundation, dozens of accounting students at Texas universities are receiving scholarships for the current academic year. Scholarship applications are accepted in the autumn and recipients are selected in December.


It is the Foundation’s mission to promote and reward educational excellence. Your tax-deductible contribution supports opportunities to invest in the future of the accounting profession. You can help ensure that your business has the workforce it needs in the coming years.


In the TXCPA website, go to the Accounting Education Foundation page for more information.